Quick Tip: How “My Dashboard” Pulls PM/CM Assignments in FaciliWorks Essentials

FaciliWorks Faciliworks Essentials
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If you’ve ever wondered how “My Preventive Maintenance” and “My Corrective Maintenance” panels populate on the Essentials Dashboard — here’s exactly how it works and how to control it.

What Drives “My Preventive Maintenance” & “My Corrective Maintenance”?

These panels are personnel-driven, not department-driven.

They display:

  • PMs assigned to your Personnel ID

  • CMs (Corrective Maintenance) assigned to your Personnel ID

  • Based on the credentials you used to log in

If your Personnel record isn’t tied correctly — or you’re not assigned — nothing shows up.

How to Assign PM Tasks So They Appear on the Dashboard

Option 1: Assign Personnel at the Scheduled PM Task Level (Recommended)

Go to:

Data Administration > Assets > Scheduled PM Tasks

  1. Open the Asset

  2. Go to the PM Task Personnel tab

  3. Assign the appropriate Personnel

When the system generates a PM from that Scheduled Task, it will:

  • Automatically assign that Personnel

  • Reflect the PM in their My Preventive Maintenance dashboard panel

This is the cleanest method because assignment happens upstream.

Option 2: Assign Personnel After a PM is Created

If a PM is already open and needs assignment:

Go to:

PM > Edit PM

  1. Open the PM record

  2. Navigate to the Personnel tab

  3. Assign the appropriate Personnel

  4. Save

Once saved:

  • The Dashboard updates

  • The PM appears under that user’s “My Preventive Maintenance”

CM (Corrective Maintenance) follow the same logic:

  • Assign Personnel in the WO

  • It appears in their My Corrective Maintenance panel

Option 3: Assign Using the PM/CM Calendar (Quick Edit Method)

You can also assign directly from the calendar interface.

Go to:

Dashboard > PM/CM Calendar

  1. Select the PM or CM Event

  2. Click the pencil icon

  3. Edit the Personnel ID directly in the grid

  4. Save

This method is useful for:

  • Rebalancing workload

  • Quick reassignment due to PTO or shift changes

  • Supervisory scheduling adjustments

Changes made here immediately update the technician’s dashboard panels.

Best Practice for Clean Dashboard Reporting

If you want accurate technician dashboards:

  • Assign personnel at the Scheduled PM Task level whenever possible
  • Confirm Personnel records match login credentials
  • Use consistent assignment workflows
  • Periodically review calendar-based adjustments

This prevents:

  • Empty dashboards

  • Misaligned workload visibility

  • Manual assignment rework

Discussion

How is your team assigning PMs and CMs?

  • Upstream at Scheduled PM?

  • After PM generation?

  • Directly from the Calendar?

  • Using dashboards for workload balancing?

Share what workflow keeps your assignments clean and your technicians aligned.